Understanding the Nuances of the OCIO Model: How Best to Customize Your Platform

Tuesday, February 14    |    3:00pm - 3:50pm

Boutique Asset Manager Platforms:  The model that boutique asset managers utilize to provide services to foundations and family offices.  The advantages and challenges inherent in a boutique asset manager including customization vs. one-size fits all, fees, value add, reporting, and other issues. Key issues to be aware of including success planning, potential conflicts, and other nuances of the relationship.

Moderator

Rosalie Wolf

Managing Partner, Botanica Capital Partners LLC

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Speaker

Ranji Nagaswami

Chief Executive Officer, Hirtle Callaghan

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Mark Anson

Chief Investment Officer, Commonfund

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Michael Jawor

Chief Investment Officer, Covariance Capital Management

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